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Technology Stocks : Cascade Communications (CSCC)
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To: w2j2 who wrote (1877)1/25/1997 1:41:00 PM
From: Tera Bit   of 3743
 
Walter, I agree that management was ultra conservative during the Q&A. I thought the fella from Tiger Mgmnt was going to start crying when they would not give more guidance on growth. Maybe managements goal was to caution that 100% growth cannot be guaranteed? If so...I guess it worked :- )

During the opening remarks, I thought Smith's tone was bullish. When he spoke of the AX product, he was "very" excited. Contrast that to ASND's call where their CEO said several times, in effect that he was " fairly" pleased with TNT acceptance.

In a nut shell, the problems were:
1. Days Sales Outstanding.
2. Guidance during Q/A. ASND said they had a "backlog" of 700 TNTs whereas, CSCC said they were "very optimistic". Likewise, ASND said they had B2B over 1 and CSCC would only say they were "pleased" with bookings.

I really thought analysts were going to want to see strong CBX numbers. The product is every bit as important to CSCC's future as GRF is to ASNDs. The fact that it was over 20% revenue (since introduced 2 quarters ago) was completly lost on everyone. It had a bang up quarter.

Well...enough whinning from me. I am definetly buying more next week. That report was as healthy, if not more so than ASND's. The fact that it got clobbered tells me the analysts don't know what they are covering... which spells long-term opportunity to me.

Cheers,
Daniel
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